Asset Appearances
Crypto - Comments
Tariffs: Bearish in Short-term, Bullish in Long-term
In today's video, we discuss some of the reasons we think it's prudent to be somewhat risk-averse and favor BTC over alts. We also explore...
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Crypto - Crypto Strategy
The Fog of Trade War (Core Strategy Rebalance)
CORE STRATEGY With the looming threat of an escalating trade war and economic data robust enough to discourage a more dovish Fed stance, we believe...
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Crypto - Comments
Crypto's Big Rebound, Remaining Risks, and the Creation of a SWF
In today's video, we discuss crypto's bounce, highlight several assets that demonstrated impressive rebounds, analyze potential tariff risks, and discuss the creation of a sovereign...
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Crypto - Comments
Buying Tariff Weakness While We Await Concrete Information, HPC Miners Boosted by SoftBank
In today’s video, we explore how the latest tariff headlines are affecting the crypto market and outline our interpretation of these developments. We also discuss...
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Crypto - Crypto Strategy
BTC Tracking Historical Post-LNY Returns Well, FOMC Hurdle Cleared
Developments since the inauguration confirm that the new administration is prioritizing an industry-friendly regulatory environment. Coupled with an easing DXY/yields, a possible TGA spenddown, and...
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Crypto - Comments
FOMC Hurdle Passed, Another Central Bank Proposes SBR
In today's video, we discuss our takeaways from the FOMC press conference and discuss the latest country to contemplate a Strategic Bitcoin Reserve. ?...
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Crypto - Comments
Tariffs: Bearish in Short-term, Bullish in Long-term
In today's video, we discuss some of the reasons we think it's prudent to be somewhat risk-averse and favor BTC over alts. We also explore...
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Crypto - Crypto Strategy
The Fog of Trade War (Core Strategy Rebalance)
CORE STRATEGY With the looming threat of an escalating trade war and economic data robust enough to discourage a more dovish Fed stance, we believe...
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Crypto - Comments
Crypto's Big Rebound, Remaining Risks, and the Creation of a SWF
In today's video, we discuss crypto's bounce, highlight several assets that demonstrated impressive rebounds, analyze potential tariff risks, and discuss the creation of a sovereign...
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Crypto - Comments
Buying Tariff Weakness While We Await Concrete Information, HPC Miners Boosted by SoftBank
In today’s video, we explore how the latest tariff headlines are affecting the crypto market and outline our interpretation of these developments. We also discuss...
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Crypto - Crypto Strategy
BTC Tracking Historical Post-LNY Returns Well, FOMC Hurdle Cleared
Developments since the inauguration confirm that the new administration is prioritizing an industry-friendly regulatory environment. Coupled with an easing DXY/yields, a possible TGA spenddown, and...
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Crypto - Comments
FOMC Hurdle Passed, Another Central Bank Proposes SBR
In today's video, we discuss our takeaways from the FOMC press conference and discuss the latest country to contemplate a Strategic Bitcoin Reserve. ?...
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Crypto - Comments
Tariffs: Bearish in Short-term, Bullish in Long-term
In today's video, we discuss some of the reasons we think it's prudent to be somewhat risk-averse and favor BTC over alts. We also explore...
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Crypto - Comments
Crypto's Big Rebound, Remaining Risks, and the Creation of a SWF
In today's video, we discuss crypto's bounce, highlight several assets that demonstrated impressive rebounds, analyze potential tariff risks, and discuss the creation of a sovereign...
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Crypto - Comments
Buying Tariff Weakness While We Await Concrete Information, HPC Miners Boosted by SoftBank
In today’s video, we explore how the latest tariff headlines are affecting the crypto market and outline our interpretation of these developments. We also discuss...
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Crypto - Comments
FOMC Hurdle Passed, Another Central Bank Proposes SBR
In today's video, we discuss our takeaways from the FOMC press conference and discuss the latest country to contemplate a Strategic Bitcoin Reserve. ?...
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Crypto - Comments
BTC Has Delivered Positive 10-Day Returns 9 of the Last 10 Lunar New Years
In today’s video, we break down today's price action, share our view on the Fed, and discuss why the Lunar New Year signals higher prices...
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Crypto - Comments
Buy the DeepSeek Dip
In today's video, we do our best "AI Expert" impression, explore how increased model efficiency impacts BTC miners, dive into the intersection of crypto and...
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